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BEST RATED SUDBURY, ON FINANCIAL SERVICES FR

3 Best Financial Services in Sudbury, ON

Expert-recommended Top 3 Financial Services in Sudbury, ON. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

Sudbury financial service Sandra Mews & Associates
Sudbury financial service Sandra Mews & Associates
Sudbury financial service Sandra Mews & Associates
10+ YEARS IN TBR
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SANDRA MEWS & ASSOCIATES

(4.9 Score)
1075 Lakeshore,
Sudbury, ON P3B 1E3 Directions

Since 1991

Specialty:

✓ Financial Advisory ✓ Support Through Major Life Transitions ✓ Private and Alternative Investment Consulting ✓ Retirement and Tax Planning ✓ Wealth Transfer Guidance ✓ Estate Planning and Insurance Solutions ✓ Legacy Planning ✓ Business Exit Strategy Planning

“2025 Update: Sandra Mews and Associates takes a holistic approach to financial planning, helping clients navigate life’s most complex transitions such as inheritance, divorce, retirement, or the loss of a loved one. Since 1991, they have provided personalized strategies that integrate investment management, retirement income solutions, insurance, estate, wealth transfer, legacy and tax planning. Led by Sandra Mews, a globally recognized financial expert with over 30 years of experience and 15 national and international awards, their team is known for its integrity, compassion, and precision. Sandra’s leadership and personal experience inspire their commitment to helping clients feel secure and confident about their financial future. They partner with Raintree Financial Solutions to offer access to discretionary portfolio management and alternative investment opportunities. Their investment philosophy is grounded in long-term thinking, independent research, and global trends, ensuring portfolios reflect each client’s goals, values, and timeline. As independent brokers, they also provide risk management tools using life and living benefits insurance, including disability, critical illness, and long-term care coverage. Insurance is not only protection, it can be a strategic asset for tax planning and conservative investing. In 2023, they sold their Larch Street location to evolve with their clients’ changing needs and expand their services across new platforms. They continue to offer clarity in complexity and trusted guidance through every stage of life.”

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License #1594602

Contact:

(705) 525-5811 (800) 720-9829

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Sudbury financial service Bisaillon Asset Management
Sudbury financial service Bisaillon Asset Management
Sudbury financial service Bisaillon Asset Management
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BISAILLON ASSET MANAGEMENT

(4.8 Score)
957 Cambrian Heights Drive, Suite #200A,
Sudbury, ON P3C 5S5 Directions

Since 2012

Specialty:

✓ Financial Planning Services ✓ Retirement Planning ✓ Tax Planning ✓ Estate Planning ✓ Portfolio Analysis ✓ Insurance Analysis ✓ Online Portfolio Access ✓ Financial Calculators ✓ Online Financial Library ✓ Mutual Funds ✓ Exchange Traded Funds ✓ Tax-Free Savings Accounts ✓ Registered Disability Savings Plans ✓ Registered Education Savings Plans ✓ RRSPs and RRIFs ✓ LIFs and LIRAs ✓ Tax-Efficient Corporate Class Investment Accounts ✓ Principal Protected Notes ✓ GICs ✓ Disability Insurance ✓ Life Insurance ✓ Long-Term Care Insurance ✓ Critical Illness Insurance ✓ Segregated Funds ✓ Annuities

“Bisaillon Asset Management owned by Raymond Bisaillon, provides comprehensive financial advisory services to his loyal client base, ensuring their financial goals and objectives are successfully achieved. He has over 20 years of portfolio management experience and is an active member of the Sudbury Community Foundation. The Bisaillon Asset Management team believes in honesty and upholds strong moral and ethical principles and values. They are dedicated to helping their clients achieve financial freedom by providing various services, products, and plans to meet diverse needs. They believe in building long-term relationships based on trust, transparency, and mutual respect. By actively engaging with their clients and the community, they strive to positively impact the lives of those they serve.

2025 Update: The firm has certified professionals and satisfied clients.”

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Contact:

(705) 521-1601

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TBR® Inspection Report:

Sudbury financial service Innova Wealth Partners
Sudbury financial service Innova Wealth Partners
Sudbury financial service Innova Wealth Partners
Sudbury financial service Innova Wealth Partners video
7+ YEARS IN TBR
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INNOVA WEALTH PARTNERS

(4.8 Score)
888 Regent Street, Suite 208,
Sudbury, ON P3E 6C6 Directions

Since 2011

Specialty:

✓ Wealthcare Process ✓ Investment Planning Strategies ✓ Retirement Planning ✓ Income Tax Planning ✓ Mortgages and Lending ✓ Insurance ✓ Group Plans ✓ Health Benefit Plans ✓ Investment Management ✓ Estate Planning ✓ Education Planning

“Innova Wealth Partners founder, Managing Partner and Chief Investment Officer Jean-François Démoré. As independent comprehensive financial generalists, the team prides themselves on providing holistic financial advice based on a thorough analysis of their clients' financial profiles, resulting in more personalized advice. Starting from the top, they analyze all assets and liabilities, including mortgages and lines of credit, and all forms of insurance, including life and disability, income tax, budget, and health benefit plans, to find inefficiencies in a person's financial profile. By ensuring that every aspect of their client's financial foundation is strong, they can build towards a secure future and peace of mind. Their mission is to develop financial literacy in their community and provide their clients with absolute peace of mind about their finances so that they can understand their financial decisions better. They operate on a transparent fee-for-service platform where fees are visible, easy to understand, and below market price.

2025 Update: Their team combines years of experience, advanced certifications, and deep knowledge in investment management, retirement planning, insurance, income taxes, and more.”

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License #1000626206

Contact:

(855) 855-1213

Mon-Fri: 9:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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SANDRA MEWS & ASSOCIATES REVIEWS

There is no one that I would rather have as my financial advisor. You can count on her knowledge and experience. Sandra returned my queries promptly. She can be relied on to point you in the right direction for not only financial advice and needs, but also for long term family insurance and financial planning. She is great! Highly recommended.

I HIGHLY recommend Sandra Mews & Associates. Sandra is Fantastic. Great to talk to very knowledgeable and super helpful. Her approach and professionalism took the stress and apprehension out of getting our financial planning house in order.

Sandra has been my financial adviser for a few years and has been absolutely fantastic. She has guided me through my investments and taxes in one-to-one meetings throughout the year and I am confident that my finances are in very safe hands. She is easy to contact and always ready to help. She is extremely patient and happy to guide me through the jargon of the financial sector. I would 100% recommend her to my friends and colleagues (and indeed, I have).

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BISAILLON ASSET MANAGEMENT REVIEWS

Having known Ray as an honest, hardworking and passionate person, we entrusted him with our finances right from the beginning of his career. He is knowledgeable and keeps up to date on all developments in the world of finance.He has your interest at heart, works tirelessly for you and communicates with you regularly to inform you and to update your portfolio if need be. He is a beautiful person whose work ethic is highly professional. He scores very high on our list recommendations.

We have known Ray for many years. We have always found him sincere, honest and community minded. He is always willing to answer, discuss, and give insight to subjects that don't directly pertain to his business. (real estate, retirement papers and world economics etc). His meetings are relaxed, unhurried and non business like. If you are looking for a long term realistic, intelligent way to investment money this is your team.

We have known Ray for over 20 years and have trusted Bisaillon Asset Management with our life savings for the past 15 years. He has allowed us the freedom to enjoy our retirement to the fullest. Our life long goal in retirement was to travel and because of our financial security with Ray, we have achieved our goal. We have travelled Canada and USA from Coast to Coast to Coast and even Central America and the Caribbean. With the help of Bisaillon Asset Management we will continue to enjoy our Senior years.

INNOVA WEALTH PARTNERS REVIEWS

We couldn't be more grateful for Dorrie Corriveau at Innova Wealth Partners. Her dedication and expertise made all the difference in securing the best insurance policies for our family's needs. Dorrie's caring approach ensured we felt supported every step of the way. She went above and beyond to find the most competitive rates for both insurance and critical illness coverage. Thanks to her efforts, our family is now fully protected, giving us peace of mind for the future. Highly recommend Dorrie and the team at Innova Wealth Partners for top-quality service.

We are absolutely thrilled with the guidance and service provided by the team at Innova Wealth Partners. We've worked with different groups in the past and became clients two years ago. We've been grateful for their customized attention to our portfolio especially during the pandemic. I also appreciate Cliff and J.F.'s civic commitment to Sudbury through their various volunteering and charity work. Their values align with our family's and we have every confidence in their management. I highly recommend working with Innova Wealth Partners.

The Innova Wealth team are nothing short of professional, thorough and customer focused, which really makes it a partnership. Their full service and transparent approach has been simply awesome for me and my wife and takes a lot of stress out of the complexities of building and growing a foundation for wealth. The fact that JF and his team are selective with new clients speaks to their integrity and commitment to the business and its partners. It's a win-win philosophy that we value and respect.

TBR® Inspection Score Report

SANDRA MEWS & ASSOCIATES Total Inspection Points: 117/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

BISAILLON ASSET MANAGEMENT Total Inspection Points: 115/120
Complete Info: 8
Experience: 8
Business Hours: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

INNOVA WEALTH PARTNERS Total Inspection Points: 114/120
Experience: 8
Business Hours: 9
Complete Info: 9
Review Analysis: 9
Reviews Accuracy: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Videos: 10
Website Standard: 10

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